Business

How to handle a sudden death with no will
Q. The husband of my neighbor suddenly passed away at 68 without leaving any will, trust or even informing her about the finances. She is also in her 60s and is completely perplexed at what to do. They are well off financially. She has no idea where what is and is asking for help. What is the best w…
401(k) plans and hidden fees
Q. Whenever I move funds around in my 401(k) — my spouse and I have five altogether — I am not charged anything, and I can freely rebalance existing balances any time I like. But within my IRA, I am charged $7 or $9 any time I move them around, so I’ve been hesitant to roll all …

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